GPIX vs RECS

AGPIX

BRECS

Measures won3–2GPIX wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income8.65%GPIX · $865 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common37.0%GPIX and RECS

GPIX

RECS

Goldman Sachs S&P 500 Premium Income ETF · $6.5BColumbia Research Enhanced Core ETF · $6.2B

+20.0%3 years · per year$17,262 · $18,344+22.4%

[…]5 years · per year[…] · $17,792+12.2%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

8.65%12-mo yield$865 · $104 on $10k1.04%

−7.7%Worst dropSmaller wins−8.8%

11.9%VolatilityLower wins12.5%

3–2GPIX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGPIX · RECS

7.7%AAPL12.5%

7.4%NVDA10.9%

2.2%META4.2%

1.4%MU1.8%

Held in common37.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
4	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
4	AGPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.65%	−4.1%	+8.9%	+10.9%	+20.0%	new	−7.7%	$6.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GPIX vs RECS

GPIX

Goldman Sachs S&P 500 Premium Income

[…]

RECS

Columbia Research Enhanced Core

$17,792

MeasureGPIXRECS

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield8.65%1.04%

5 years, per year[…]+12.2%

3 years, per year+20.0%+22.4%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y11.9%12.5%

3–2measures won
GPIX first

37.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GPIX, RECS, VIG, SCHD

Today

40.6%most shared, GPIX and VIG

GPIXRECSVIGSCHD

GPIX—37.0%40.6%8.2%

RECS37.0%—21.2%8.2%

VIG40.6%21.2%—14.5%

SCHD8.2%8.2%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

RECS$104 − $15 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee